Taylor & Morgan Wealth Management, LLC Ishares Tr Transaction History

Taylor & Morgan Wealth Management, LLC

  • $138 Million
  • Q4 2024

A detailed history of Taylor & Morgan Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Taylor & Morgan Wealth Management, LLC holds 2,513 shares of IYR stock, worth $236,222. This represents 0.17% of its overall portfolio holdings.

Number of Shares
2,513
Previous 2,491 0.88%
Holding current value
$236,222
Previous $253,000 7.91%
% of portfolio
0.17%
Previous 0.17%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 15, 2025
BUY
$90.74 - $102.87 $1,996 - $2,263
22 Added 0.88%
2,513 $233,000
Q3 2024

Oct 24, 2024
BUY
$86.93 - $103.61 $1,477 - $1,761
17 Added 0.69%
2,491 $253,000
Q2 2024

Jul 16, 2024
BUY
$81.6 - $89.23 $1,305 - $1,427
16 Added 0.65%
2,474 $217,000
Q1 2024

Apr 15, 2024
BUY
$85.32 - $92.22 $767 - $829
9 Added 0.37%
2,458 $220,000
Q4 2023

Jan 10, 2024
BUY
$73.28 - $92.46 $179,462 - $226,434
2,449 New
2,449 $223,000
Q2 2023

Jul 13, 2023
BUY
$80.51 - $86.54 $966 - $1,038
12 Added 0.5%
2,401 $207,000
Q1 2023

Apr 06, 2023
BUY
$78.73 - $95.24 $1,023 - $1,238
13 Added 0.55%
2,389 $202,000
Q4 2022

Jan 17, 2023
BUY
$76.97 - $89.17 $182,880 - $211,867
2,376 New
2,376 $0
Q2 2022

Jul 08, 2022
BUY
$86.95 - $112.38 $869 - $1,123
10 Added 0.4%
2,504 $230,000
Q1 2022

Apr 18, 2022
BUY
$99.21 - $115.26 $892 - $1,037
9 Added 0.36%
2,494 $270,000
Q4 2021

Jan 21, 2022
BUY
$103.03 - $116.14 $256,029 - $288,607
2,485 New
2,485 $289,000

Others Institutions Holding IYR

# of Institutions
597
Shares Held
57M
Call Options Held
11.4M
Put Options Held
13.1M
View Full List

About ISHARES TR

IYR Quotes by TradingView
  • Ticker IYR
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about IYR
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